Integrate Salesforce with Zoho Billing
Send information between Salesforce and Zoho Billing automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Salesforce and Zoho Billing using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity updated
Triggers when an opportunity is updated
Lead updated
Triggers when a lead is updated
Module entry added
Triggers when a new entry is added to the selected module
Solution added
Triggers when a new solution is added
Contact updated
Triggers when a contact is updated
Order updated
Triggers when an order is updated
Product added
Triggers when a new product is added
Case created
Triggers when a new case is created
Opportunity added
Triggers when a new opportunity is added
Lead created
Triggers when a new lead is created
Solution updated
Triggers when an solution is updated
Product updated
Triggers when an product is updated
Note updated
Triggers when a note is updated
Task updated
Triggers when a task is updated
Case updated
Triggers when a case is updated
Note created
Triggers when a new note is created
Campaign added
Triggers when a new campaign is added
Account created
Triggers when a new account is created
Event updated
Triggers when an event is updated
Contact created
Triggers when a new contact is created
Module entry updated
Triggers when a record is updated in the selected module
Account updated
Triggers when an account is updated
Order created
Triggers when a new order is created
Task created
Triggers when a new task is created
Event created
Triggers when a new event is created
Campaign updated
Triggers when a new campaign is updated
Subscription canceled
Triggers when a subscription is canceled
Subscription renewed
Triggers when a subscription is renewed
Customer updated
Triggers when the details of an existing customer are updated
Subscription downgraded
Triggers when a subscription is downgraded
Subscription activated
Triggers when a new subscription is activated
Subscription expired
Triggers when a subscription expires
Subscription marked as unpaid
Triggers when a subscription is marked as unpaid
Payment method added
Triggers when a new payment method is added
Subscription expiry date updated
Triggers when the expiry date of a subscription is updated
Subscription resumed
Triggers when a subscription is resumed
Invoice created
Triggers when a new invoice is created
Subscription billing date updated
Triggers when the billing date of a subscription is updated
Payment method updated
Triggers when the details of an existing payment method are updated
Subscription reactivated
Triggers when a subscription is reactivated
Payment method removed
Triggers when an existing payment method is removed
Payment successful
Triggers when a payment is processed successfully
Payment failed
Triggers when there is an error in processing a payment
Project updated
Triggers when the details of an existing project are updated
Custom module entry updated
Triggers when the details of an existing custom module entry are updated
Estimate updated
Triggers when the details of an existing estimate are updated
Estimate created
Triggers when a new estimate is created
Plan updated
Triggers when any detail of an existing plan is updated
Customer created
Triggers when a new customer is created
Subscription paused
Triggers when a subscription is paused
Project created
Triggers when a new project is created
Subscription deleted
Triggers when a subscription is deleted
Product created
Triggers when a new product is created
Subscription created
Triggers when a new subscription is created
Subscription to be renewed
Triggers 5 days before a subscription is to be renewed
Card added
Triggers when a new card is added
Plan added
Triggers when a new plan is added
Invoice updated
Triggers when any detail of an existing invoice is updated
Custom module entry created
Triggers when a new custom module entry is created
Subscription updated
Triggers when the details of an existing subscription are updated
Payment refunded
Triggers when a payment is refunded to a customer
Subscription upgraded
Triggers when an existing subscription is upgraded
All Actions - Actions are the automated tasks
Create note
Creates a new note
Create account
Creates a new account
Create campaign
Creates a new campaign
Create case
Creates a new case
Create opportunity
Creates a new opportunity
Create custom module entry
Creates a new entry in the selected module
Create solution
Creates a new solution
Create contact
Creates a new contact
Create lead
Creates a new lead
Create order
Creates a new order
Create task
Creates a new task
Create product
Creates a new product
Create event
Creates a new event
Update order
Updates the details of an existing order
Update note
Updates the details of an existing note
Update lead
Updates the details of an existing lead
Update custom module entry
Updates the details of entry in the selected module
Update product
Updates the details of an existing product
Update contact
Updates the details of an existing contact
Update opportunity
Updates the details of an existing opportunity
Update account
Updates the details of an existing account
Update case
Updates the details of an existing case
Update campaign
Updates the details of an existing campaign
Update task
Updates the details of an existing task
Update solution
Updates the details of an existing solution
Update event
Updates the details of an existing event
Fetch case
Fetches the details of an existing case by subject or ID
Fetch campaign
Fetches the details of an existing campaign by name or ID
Fetch product
Fetches the details of an existing product by name or ID
Fetch lead
Fetches the details of an existing lead by name or ID
Fetch group
Fetches the details of an existing group by name or ID
Fetch order
Fetches the details of an existing order by number or ID
Fetch contact
Fetches the details of an existing contact by name or email address or ID
Fetch user
Fetches the details of an existing user by email, name or ID
Fetch event
Fetches the details of an existing event by subject or ID
Fetch contract
Fetches the details of an existing contract by number or ID
Fetch asset
Fetches the details of an existing asset by name or ID
Fetch note
Fetches the details of an existing note by title or ID
Fetch company
Fetches the details of an existing D&B company by name or ID
Fetch module entry
Fetches the details of a module record entry based on the specified value
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Fetch solution
Fetches the details of an existing solution by name or ID
Fetch opportunity
Fetches the details of an existing opportunity by name or ID
Fetch account
Fetches the details of an existing account by name or ID
Create customer
Creates a new customer
Create estimate
Creates a new estimate
Create subscription estimate
Creates a new subscription estimate
Update next billing date
Updates the next billing date of an existing subscription
Associate coupon
Associates a coupon with the selected subscription
Request payment method
Sends an email to the specified customer requesting payment details for subscription payment
Create coupon
Creates a new coupon
Update estimate status
Updates the status of an existing estimate
Send invoice
Sends an existing invoice to the specified recipients
Create custom module entry
Creates a new custom module entry
Send estimate
Sends an existing estimate to the specified recipients
Create invoice
Creates a new invoice
Send customer statement
Sends an existing customer statement to the specified email addresses
Cancel subscription
Cancels the specified subscription
Record customer payment
Records a payment for an existing customer invoice
Enable portal access
Enables portal access for the specified customer
Renew subscription
Renews an existing subscription
Create item
Creates a new item
Create subscription
Creates a new subscription
Update estimate
Updates the details of an existing estimate
Update customer
Updates the details of an existing customer
Update item
Updates the details of an existing item
Update invoice
Updates the details of an existing invoice
Update subscription
Updates the details of an existing subscription
Update custom module entry
Updates the details of an existing custom module entry
Update coupon
Updates the details of an existing coupon
Update coupon status
Updates the status of the specified coupon
Fetch item
Fetches the details of an existing item by ID or name or SKU
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch estimate
Fetches the details of an existing estimate by ID or estimate number or reference number
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch coupon
Fetches the details of an existing coupon by code or name
Fetch scheduled changes
Fetches the scheduled changes of an existing subscription
Fetch customer
Fetches the details of an existing customer
Pause subscription
Pauses the specified subscription
Fetch plan
Fetches the details of an existing plan by code or name
Fetch custom module entry
Fetches the details of an existing custom module entry
Fetch addon
Fetches the details of an existing addon by code or name
Fetch subscription
Fetches the details of an existing subscription
Resume subscription
Resumes the specified subscription
Extend subscription
Extends the specified subscription
What is Salesforce?
Similar apps
What is Zoho Billing?
Zoho Billing is an end-to-end billing solution that helps businesses automate invoicing, manage subscriptions and customer lifecycles, and streamline revenue operations.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
